+317.7%
SOXL vs FND
-45.3%
+363.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.2% | +4.6% |
| 7D | +3.9% | -5.8% | +9.6% | +7.7% |
| 30D | -14.3% | -20.2% | +5.9% | -1.5% |
| 3M | -45.6% | -12.0% | -33.7% | -42.9% |
| 6M | +117.2% | -18.5% | +135.7% | +138.4% |
| YTD | +189.8% | -22.3% | +212.1% | +218.5% |
| 1Y | +317.7% | -47.6% | +365.4% | +578.8% |
| All | +317.7% | -45.3% | +363.1% | +578.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling